Client Service Assistant, BMO Nesbitt Burns

Bank of Montreal; Lethbridge; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial institution in Lethbridge seeks a motivated individual for a client service role. The candidate will support Investment Advisors and manage client relationships, ensuring exceptional service and compliance. Essential qualifications include 1-2 years of relevant experience and a post-secondary degree. This full-time role offers a salaried position with commission opportunities and a benefits package including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 1-2 years of relevant experience is desirable.
• Knowledge of wealth management and branch operations.
• Familiarity with technology applications used in financial planning.

Responsibilities

• Coordinate marketing activities for the advisory team.
• Prepare for client meetings and handle inquiries.
• Maintain and organize client database and files.

Skills

Verbal & written communication skills

Analytical and problem solving skills

Organization skills

Collaboration & team skills

Education

Post-secondary degree in related field

Canadian Securities Course

Tools

CRM

Salesforce

Powerpoint

Job description

Application Deadline

11 / 24 / 2025

Address

606 4th Ave S

Job Family Group

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio you may be entitled to additional discretionary compensation.

Responsibilities

• Coordinates marketing activities on behalf of the advisory team including website social media initiatives client recognition for meaningful life events and the planning of client events.
• Assists the advisory team in preparing for client meetings including scheduling appointments.
• Handles clients general day-to-day requests and inquiries including basic money movement (e.g. wires transfers) technology issues and account opening and update and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Provides team members with support on technology issues use of new technology and general inquiries and escalations related to policies procedures and processing.
• Gathers and distributes information on updates to training guidelines technology and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
• Assists with managing a portfolio of clients to retain and grow relationships.
• Support IAs in individual client investment needs to provide professional customized investment-related advise sales and services.
• Works collaboratively within the market BMO partners and the community to build relationships and deliver the desired customer experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets maintain their privacy act in their best interests and ensure an effectively run branch.
• Protects the Banks assets and clients assets and complies with all regulatory legal and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules / limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services trust services account transfers etc.) is an asset
• Knowledge of operational aspects of traditional (stocks bonds money market mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary : $32400.00 - $48300.00

Pay Type : Salaried & Commission

The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Key Skills

Business Development,Customer Services,Journal Entries,Powerpiont,Account Management,Communication,CRM,General Ledger Accounts,Salesforce,Project Management,Client Services,Payroll,Customer Relationships,Client Management,Data Analysis

Employment Type: Full-Time

Experience: years

Vacancy: 1